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Introduction: This integration guide describes how to connect the Salesforce.com CRM platform to the Docupace document management system for the companies that use both systems.

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titleChange Log

Date

Changes

August 2023

Note about the Person Account object in FSC.

New features from the R1 2023 release.

January 2023

Contact object is not used anymore.

Formatting.

The Docupace Integration package creates two new objects in the Salesforce system - Docupace Work Item and Docupace Document. These objects will contain information from the corresponding objects in Docupace. Their content will synchronize automatically to the data in Docupace.

After installing the Docupace Integration package on the Salesforce site and configuring all necessary settings, you need to add Docupace menu items (buttons) and apps (related lists) to the layouts of Salesforce objects. This example shows how to add Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) and apps (Docupace Documents and Docupace Work Items) to the layout of the Account page in the Salesforce Lightning UI and customize them.

To do that, the steps are:

Note

Important! Depending on the Salesforce license that your company owns, the standard included objects, their record types and respective layouts may differ. E.g. Financial Services Cloud solution has four record types for an Account object (Business, Household, Individual, and Institution) and additionally a Person Account object. All five of these layouts will need to be configured in the same way as described in this section of the guide.

Step 1: Add Mobile & Lightning Actions to Account Page Layout

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In Salesforce Lightning, open the Setup section.

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Proceed to

Open the Object Manager (in the top toolbar). A list of all objects is displayed. Scroll down or use Quick Find to find the Account object.

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Click on the Account object name to open.

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Open Page Layouts section. A list of layouts for that object is shown.

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Click on the layout you need to modify. A page with all layout elements is shown.

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In the list of elements, open Mobile & Lightning Actions.

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In the page layout, scroll down to the Salesforce Mobile & Lightning Experience Actions section.

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Drag and drop Docupace menu items (Docupace Starting Point, Docupace Dashboard, and Docupace Client Folder

, and Docupace Starting Point

) from the list of elements to this section. Place them

after the Printable View action or

at the very

end

beginning of the section.

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Audience: Business Analysts and Developers who need to connect Salesforce.com to Docupace.

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Info

Functionality: Steps that must be performed within Salesforce.com to set up Docupace menus and related lists.

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titleRelated Pages
cqllabel = "salesforce"

Step 2: Add Apps to Related Lists Section of Account Page Layout

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In the list of elements, click Related Lists.

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Drag and drop Docupace apps (Docupace Work Items and Docupace Documents) from the list of elements to the page layout.

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When all two items have been moved to the page layout, click Quick Save in the Account Layout toolbar.

Note: If a confirmation pop-up appears, click Yes.

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Step 3: Customize the Docupace Work Items App

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Click on the Properties icon for the Docupace Work Items app.

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Move the following fields to the Selected Fields side by clicking Add.

  • Request Type

  • Task Name

  • WorkItem Detail

  • Product Type

  • Request Status

  • Created By

  • Created Date

Note: See the full list of available columns belowin section Available App Columns for Docupace Work Items and Documents.

Tip

Tip: Select the column name and click Up or Down, to arrange the desired order.

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Then expand the Buttons section of the dialog and deselect the New button, as it is not useful to Salesforce users (new Work Items for an account will be created with the Docupace Starting Point button). Then click OK to confirm the new properties. Click Quick Save in the Account Layout toolbar.

Step 4: Customize the Docupace Documents App

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Click on the Properties icon for the Docupace Documents app.

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Move the following fields to the Selected Fields side by clicking Add.

  • Docupace Id

  • Document Name

  • Display Document

  • Display Barcode

  • Description

  • Registration Type

  • Product Type

  • Vendor/Custodian

  • Created By

  • Created Date

Note: See the full list of available columns belowin section Available App Columns for Docupace Work Items and Documents.

Tip

Tip: Select the column name and click Up or Down, to arrange the desired order.

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Then expand the Buttons section of the dialog and deselect the New button, as it is not useful to Salesforce users. Then click OK to confirm new properties. Click Quick Save in the Account Layout toolbar.

Step 5: Add a Visualforce Page Element for Account Page Layout

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In the list of elements, click Visualforce Pages.

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Drag and drop DocupaceFetchAccountDocuments app from the list of elements to the Account page layout.

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Click on the properties for this element. Change Height to 0 pixels. Click OK in the pop-up window.

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Then click Save in the Account Layout toolbar to keep the changes and exit the page layout. If a confirmation pop-up appears, click Yes.

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If your Salesforce license has several Account layouts (e.g. Business, Household, Individual, etc.), repeat all the steps in this section of the guide for each of the layouts.

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To check the result, open any account in Salesforce and refresh the page (F5). Docupace items buttons appear under the drop-down menuin the toolbar. Lists of Docupace documents and work items appear in the Related tab.

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Tip

Congratulations! The integration steps are complete. You may now use Salesforce and access Docupace entries for your Accounts.

Available App Columns for Docupace Work Items and Documents

Anchor
App-Columns
App-Columns

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titleExpand to see available Docupace Work Item Columns
Barcode
  1. Client Detail (link)

  2. Client ID

  3. Client Sub Folder

  4. Client Sub Folder Detail (link)

  5. Contact

  6. Created By

  7. Created By Alias

Created Date
  1. Display Barcode (link)

  2. Documents List (link)

  3. Event Type

  4. Last Activity Date

  5. Last Modified By

  6. Last Modified By Alias

  7. Last Modified Date

  8. Last Note

  9. Opportunity ID

  10. Other Description

  11. Owner Alias

  12. Owner First Name

  13. Owner Last Name

  14. Product Description

  15. Product Type

Received Connection Name
  1. Record Id

  2. Rep First Name

  3. Rep Last Name

  4. Request Number

  5. Request Status

  6. Request Type

Sent Connection Name
  1. Subfolder Status

  2. Task Name

  3. Work Item #

  4. Work Item Detail (link)

Expand
titleExpand to see available Document Columns
  1. Contact

  2. Create Date

  3. Created By

  4. Created By Alias

  5. Created Date

  6. Description

  7. Display Barcode (link)

  8. Display Document (link)

  9. Display Index (link)

  10. Document Id

  11. Document Name

  12. Document Type

  13. Docupace Id

  14. First Name

  15. Last Modified By

  16. Last Modified By Alias

  17. Last Modified Date

  18. Last Name

  19. Owner Alias

  20. Owner First Name

  21. Owner Last Name

  22. Pages

  23. Product Type

Received Connection Name
  1. Record ID

  2. Registration Type

Sent Connection Name
  1. Subfolder Type

  2. Vendor/Custodian